Tasks

Who can use this feature?

  • Portal Staff with the Tasks permission
  • Administrators

Add a task

1. Open New Task: Navigate to the Tasks screen and select + New Task.

2. Add Task Details: In the Add Task window, the following information can then be entered:

  • Client (optional): Specify which client the task is related to.
  • Task Name: Summarize what needs to be done.
  • Due Date: Choose a due date for the task.
  • Who’s Responsible: Assign the task. Tasks can be assigned to one or more staff members.
  • Details (optional): Provide a description for the task, be as detailed as you wish.

3. Save Task: Select Save Task to complete the action.

All mandatory fields, including Task Name, Due Date, and Who’s Responsible, must be entered before a task can be saved.

Assign a task to another service provider

  • To assign tasks to another service provider, you must have the Tasks permission enabled in the Service Provider Group Administration settings.

1. Open New Task: Navigate to the Tasks screen and select + New Task.

2. Designate the Service Provider: In the Add Task window, select the receiving service provider from the drop-down menu.

  • By default, the Caseworker Responsible field will display as Unassigned.
  • If no caseworker is assigned, a notification will appear on the receiving service provider’s Tasks screen to highlight the unassigned task.

3. Complete Mandatory Fields: Fill out all required fields, including:

  • Due Date
  • Task Name
  • Service Provider
  • Who’s Responsible (leave as Unassigned if a specific caseworker is not required)

Edit a task

1. Open Task: Navigate to the Tasks screen, select the 3-dots icon and choose Edit.

2. Edit Task: Make your desired edits and select Save Task.

Reschedule a task

1. Go to Tasks: Navigate to the Tasks screen, select the 3-dots icon and choose Postpone.

2. Postpone Task: Choose one of the Postpone options and select Update.

Postpone options include:

  • One Week: Reschedules the task one week past the original due date.
  • Two Weeks: Reschedules the task two weeks past the original due date.
  • Three Weeks: Reschedules the task three weeks past the original due date.
  • Four Weeks: Reschedules the task four weeks past the original due date.
  • Custom Date: Allows you to specify a new due date.

Reassign a task

1. Go to Tasks: Navigate to the Tasks screen, select the 3-dots icon and choose Reassign.

2. Edit Assignee(s): You can remove the existing staff and add a new staff member or leave the existing assignment and add another staff member. Select Update to complete the action.

Delete a task

1. Go to Tasks: Navigate to the Tasks screen, select the 3-dots icon and choose Delete.

2. Delete Task: Select Delete Task to complete the action.